Tag Archives: Retirement Planning

CASE STUDY – Brian and Stephanie working the business as well as preparing for retirement

Brian and Stephanie had lovely children in Primary school and a busy consulting business they had started from scratch, which was growing well. They loved property and had explored how super could be used to invest in property and wanted … Continue reading

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Basics about Super – Choice of Super Fund for your staff – Know what to do

Employers should be aware that employees who are eligible for super, in many cases are also eligible to choose the super fund you pay into for them. But if they aren’t eligible to choose or don’t make a choice, you … Continue reading

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Basics about Super – 5 more things to know about Superannuation in Australia

Here are five more basics about the Australian Super system. (For the first 5 Basics 1-5 see last month HERE) 6. Investment Choices – While the big major super funds allow you to choose the level of risk that you want … Continue reading

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CASE STUDY – Nicole was preparing the last few years of working her business and preparing for retirement

Nicole had raised her children on her own since separating years ago from an unhealthy marriage. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to have, what that lifestyle … Continue reading

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Pensions Centrelink – Am I eligible for pension?

Wondering if you may be eligible for Government Pension? These are the criteria for eligibility for Age Pension at the Department of Human Services website at August 2018 – HERE – Check to see if you’re eligible for other support: … Continue reading

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Basics Superannuation – Basics 1-5 to know about super in Australia

Superannuation Guarantee (SG) – All Employers must pay at least the value of 9.5% of your wages/salary (not FROM your pay, but another expense of the employer) to your member account in a super fund (including a self-managed super fund). … Continue reading

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Basics about Super – EOFY – End of Financial Year – Last Days – Checklist!!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as papers documenting … Continue reading

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